Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ward Transport & Logistics Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Ward Transport & Logistics Corp. under EIN 23-1299361 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,828 participants and $78,800,310 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,800,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,800,310
- Net assets (BOY)
- $65,499,223
Income & contributions
- Employer contributions
- $2,524,304
- Participant contributions
- $7,793,687
- Total contributions
- $11,000,956
- Total income / additions
- $21,690,019
Expenses & distributions
- Benefits paid
- $8,132,168
- Administrative expenses
- $257,080
- Total expenses
- $8,388,932
- Net increase / (decrease)
- $13,301,087